Senior Personal Banker Resume Example BBVA

SENIOR PERSONAL BANKER

Professional Summary

Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes [Area of expertise] knowledge and expansive experience in [Skill].

Skills

Financial advisement
Loans
Portfolio assessment
Financial product knowledge

Sales expertise
Branch management
Relationship building and management

Work History

12/2018 to CurrentSenior Personal BankerBBVA | Jacksonville, FL

Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
Created innovative financial solutions to meet customer needs and provide competitive edge.
Networked to increase client base and encourage existing clients to expand financial portfolios.

05/2018 to 12/2018Assistant Store ManagerClaires Stores Inc. | Jacksonville, FL

Reconciled daily sales transactions to balance and log day-to-day revenue with excel.
Conducted store inventories once per quarter.
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
Helped with planning schedules and delegating assignments to meet coverage and service demands.
Provided weekly work schedules to employees to accommodate business demands and vacation requests.
Completed monthly and quarterly excel reports for senior management.
Trained and managed associates in customer service and sales techniques.
Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
Coached team on effective upselling and cross-selling methods.
Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Assisted Manager in interview process of prospective employees and provided feedback.

01/2015 to 07/2018Shift LeadTropical Smoothie Cafe | Jacksonville, FL

Completed store opening and closing procedures, including setting up registers and checking products.
Responded to and resolved customer questions and concerns.
Maintained safe working environment by observing safety procedures, policies and regulations.
Delivered superior training and leadership to teams to boost performance and help team members achieve performance targets.
Managed schedules, accepted time off requests and found coverage for short shifts.
Helped store management meet standards of service and quality in daily operations.
Kept employees operating productively and working on task to meet business and customer needs.
Coached team members in techniques necessary to complete job tasks.
Resolved challenging customer complaints to full satisfaction, promoting brand loyalty and maximizing repeat business.

04/2017 to 05/2018Office ManagerDesigns 2 Envy | Jacksonville, FL

Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using excel and quickbooks.
Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
Completed bi-weekly payroll for employees.
Provided complete meeting support, including materials preparation and notes or minute taking.
Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
Enhanced collaboration between team members by preparing meeting materials and taking clear notes to distribute to stakeholders.
Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
Prepared vendor invoices and processed incoming payments.
Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using quickbooks.
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.

Education

05/2016High School DiplomaMandarin High School, Jacksonville, FL

Elected Captain of two NJROTC drill teams and the school softball team.
Received letterman in chorus.
Member of National Honor's Society and TriM Honor's Society
Graduated in Top 25% of Class
Graduated with 4.5 GPA

No Degree | FinanceStetson University, Deland, FL

Member of Alpha Xi Delta
Dean's List Spring 2017

Expected in 05/2024BBA | Business Administration And ManagementJacksonville University, Jacksonville, FL

3.6 GPA
September 17, 2020, I was nominated as top 25 in the Davis College of Business at Jacksonville University.
To date, I have taken Business calculus, Business analytics (where we learned more on excel and how to use pivot tables and formulas), Macro and Microeconomics, and Accounting 201 and 202.

Resume Overview

Companies Worked For:

BBVA
Claires Stores Inc.
Tropical Smoothie Cafe
Designs 2 Envy

School Attended

Mandarin High School
Stetson University
Jacksonville University

Job Titles Held:

Senior Personal Banker
Assistant Store Manager
Shift Lead
Office Manager

Degrees

05/2016 High School Diploma
No Degree | Finance
Expected in 05/2024 BBA | Business Administration And Management

Senior Personal Banker Resume Example

Resume Score: 80%

DISCLAIMER

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes